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JPI

Nuveen Preferred Securities & Income Opportunities Fund

Delisted

JPI was delisted on the 19th of September, 2025.

53 hedge funds and large institutions have $53.4M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

27% more capital invested

Capital invested by funds: $42M → $53.4M (+$11.5M)

6% more funds holding

Funds holding: 5053 (+3)

1.94% more ownership

Funds ownership: 9.34%11.28% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

39% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 18

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
11
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
1
MGO One Seven
Ohio
$7.84M +$7.54M +376,929 New
Morgan Stanley
2
Morgan Stanley
New York
$5.26M +$2.29M +114,708 +83%
SAM
3
Smith Asset Management
Florida
$5.03M -$112K -5,591 -2%
Truist Financial
4
Truist Financial
North Carolina
$4.53M +$1.29M +64,691 +42%
Wells Fargo
5
Wells Fargo
California
$3.03M -$3.48K -174 -0.1%
Bank of America
6
Bank of America
North Carolina
$2.85M +$303K +15,138 +12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.68M -$127K -6,354 -5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.67M +$527K +26,359 +26%
Raymond James Financial
9
Raymond James Financial
Florida
$2.08M -$40.7K -2,034 -2%
LPL Financial
10
LPL Financial
California
$1.99M -$105K -5,261 -5%
UBS Group
11
UBS Group
Switzerland
$1.87M -$1.39M -69,552 -44%
CPIG
12
Chicago Partners Investment Group
Illinois
$1.67M +$20.1K +1,007 +1%
CA
13
Cornerstone Advisory
Maryland
$1.55M -$591K -29,547 -28%
Ameriprise
14
Ameriprise
Minnesota
$959K +$88.7K +4,438 +11%
Stifel Financial
15
Stifel Financial
Missouri
$792K -$53.1K -2,656 -7%
SA
16
Sanctuary Advisors
Indiana
$785K -$1.08K -54 -0.1%
Osaic Holdings
17
Osaic Holdings
Arizona
$760K -$11.6K -582 -2%
EAM
18
Everstar Asset Management
North Carolina
$700K -$60K -3,000 -8%
EGA
19
E&G Advisors
Texas
$659K -$20K -1,000 -3%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$617K +$13.6K +679 +2%
Lido Advisors
21
Lido Advisors
California
$478K
KWA
22
Kingswood Wealth Advisors
California
$461K -$5.7K -285 -1%
PWA
23
Physician Wealth Advisors
Utah
$323K
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$323K -$2.8K -140 -0.9%
DWM
25
Diversify Wealth Management
Utah
$307K +$4.12K +206 +1%

JPI Hedge Fund Activity: Q2 2025 in Review

53 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q2 2025, worth a combined $53.4M — up 27% from $42M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JPI positions and 7 closed out — a net gain of 3 holders — while 11 added to existing stakes and 18 trimmed.

The largest buyer was MGO One Seven, opening a new position worth an estimated $7.54M. The largest seller was UBS Group, cutting an estimated $1.39M.

  • 53 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q2 2025, up from 50 in Q1 2025.
  • Funds reported $53.4M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q2 2025, up 27% quarter-over-quarter.
  • 10 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q2 2025 and 7 closed out, a net change of +3 holders.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q2 2025 was MGO One Seven, an estimated $7.54M added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q2 2025 was UBS Group, an estimated $1.39M sold.

Based on aggregated 13F filings for Q2 2025.